Financial Literacy: Mutual Funds -
This informative presentation is an easy-to-understand review of basic concepts and terms that are used every day in the financial world when discussing mutual funds. Students will learn what a mutual fund is, how they are managed, as well as the advantages and d
Help students master investment types with this mutual fund lesson plan. This file contains a PPT on mutual funds and mutual fund research activity. I use this lesson for my Personal Finance course. It could also be used in a Banking and Finance or General Business class.
Objectives of the PPT:
Financial Literacy: Intro to Mutual Funds Bundle - Includes presentation, task cards and a test.
Bundle up and SAVE!! By bundling you SAVE 20% off individual prices. It’s like getting the Intro to Mutual Funds Test for 10¢The Intro to Mutual Funds bundle includes the following lessons...Intro to Mu
Financial Literacy: Intro to Mutual Funds Test -
This test was designed as a companion to my Intro to Mutual Funds presentation. It includes 21 matching questions that cover mutual fund basics.
This lesson is part of a money saving bundle. Click here to view.Topics tested...
What is a mutual fun
In this activity students use the Morning Star website to research various mutual funds. For this assignment, students use the fund name and ticker to research the Net Asset Value, Fund Type, Fee Level, Investment Style, and Asset Allocation.
Following the research segment, students then answer que
This product is a PowerPoint Presentation on mutual funds. This resource explains the purpose of mutual funds, why they are an effective investment tool, and the types of mutual funds investors may choose from.
Objectives of the PPT:
Define mutual funds.
Explain why investors buy mutual funds.
Financial Literacy: Intro to Mutual Funds Task Cards -
These 24 task cards are a fun way to reinforce the concepts and terms that were introduced to students in the Intro to Mutual Funds presentation. Questions include multiple choice, short answer and true or false. These cards can be used indivi
In this lesson, students will learn about mutual funds and create their own mutual fund company.
• Apply and extend previous understandings of multiplication and division.
• Fluently divide multi-digit numbers using the standard algorithm.
• Solve real world and math
This product contains various resources to teach Investments. Topics covered in this unit include: risk vs. return, diversification, rule of 72, investment philosophies, stocks, bonds, mutual funds, and speculative investments. Please see the product preview for more details on the contents and obje
FINANCIAL LITERACY (The Money Trail) COMPLETE BUNDLE "PARTS 1-24 + Tests 1-7" (Updated 1.2018) - is the Financial Literacy "BIG DEAL" that you have been waiting for! This 388-page resource (THIS IS NOT A TEXTBOOK) includes E-V-E-R-Y-T-H-I-N-G you need for successful instruction in your Financial Li
Financial Literacy: Intro to Investing Bundle - Everything you need to introduce your students to investing in the stock market. Includes presentation, task cards and test.
Bundle up and SAVE!! By bundling you SAVE 22% off individual prices. It’s like getting the Intro to Investing in the Stock M
FINANCIAL LITERACY BIG BUNDLE (The Money Trail) - ALL Chapters - Tests & PPTS (2018 Updates) - is the Financial Literacy "TEACHERS DREAM - THE BIGGEST DEAL" that many of you have been asking for -- it is now available for customers interested in the whole series (Chapters, Tests & PowerPoint
FINANCIAL LITERACY - The Money Trail - Part 13 – Income Taxes 2017 Package 3 in 1 includes the Chapter download, PPT presentation 2017, Assessments & Vocabulary, and IRS Activity called Understanding Taxes – students learn that the federal taxes that had been withheld from employee paychecks thr
Financial Literacy: Intro to Investing in the Stock Market -
This presentation is an easy-to-understand review of basic concepts and terms that are used every day in the financial world when discussing stock and the stock market. Students will learn everything from what a stock is, to how investo
Financial Literacy: Investing Terms -
This three-part, hands-on lesson covers basic investing terms used on the New York Stock Exchange, and is designed to aid students in analyzing stock summaries, charts and graphs. It is packed full of reinforcing activities, like crosswords, on-line flashcards
Learn Basic Money Term$ & Account Type$. An introductory book presenting simple, easy to learn concepts about the major types of money accounts that will be encountered during a person’s life. Examples, worksheets, and plenty of illustrations. Ready made lessons and full curriculum!
Supplement your Personal Finance curriculum with these 7 engaging activities/projects! This bundle is perfect for your high school students and will encourage them to utilize research, presentation design, and critical thinking skill. These materials are designed to promote personalized learning, st
FINANCIAL LITERACY - The Money Trail - Part 5 - Budgeting, Manage Your Spending - presents the need for financial goals, developing good credit rating, saving for emergencies and unexpected expenses, and to limit spending by creating and maintaining a budget. A budget will help develop good money m
Financial Literacy: Intro to Investing Task Cards -
These 36 task cards are a fun way to reinforce the concepts and terms that were introduced to students in the Intro to Investing in the Stock Market presentation. Questions include multiple choice, short answer and true or false. These cards can
This product contains various resources to teach Investments and Retirement. Topics covered in this unit include: risk vs. return, diversification, rule of 72, investment philosophies, stocks, bonds, mutual funds, speculative investments, the importance of retirement planning, and the types/characte
Financial Literacy: Investing Terms Bundle - Includes lesson, crosswords, task cards and test.
Bundle up and SAVE!! By bundling you SAVE 24% off individual prices. It’s like getting the 10-page Investing Terms Test for $1.00!The Investing Terms bundle includes the following lessons...Investing Te
Stock Market for Life is an expanded edition of How to teach the Stock Market Game.
Teach your students the basics of investing in individual stocks, mutual funds, and bonds. P/E, PEG, Revenue and Net Income Growth, Net Margins, Return on Equity, Debt to Equity, and Price to Book sections with w
Financial Literacy: Investing Terms Task Cards -
These 60 task cards are a fun way to reinforce the terms that were introduced to students in the Investing Terms assignment. Questions include multiple choice, short answer and true and false. The cards can be used individually, in small groups or
FINANCIAL LITERACY - The Money Trail - Part 12 - Payroll & Deductions, 2nd Ed – students learn the latest requirements that employers must follow when preparing employee paychecks. For example, employers are required by law to deduct certain payroll taxes from the gross earnings of their employ
FINANCIAL LITERACY - The Money Trail - Part 15 - The Cost of Credit, 3rd Ed - In this part, students learn about the true cost of credit when choosing to pay the minimum amount due on the unpaid credit card balance. According to the 2015 Retail Credit Card Survey, students will learn that retail cr
FINANCIAL LITERACY - The Money Trail - Part 6 - Spending, Make Wise Decisions - teaches students about being savvy shoppers, the trade-off and opportunity cost of selecting one product over another, beware of good vs. bad consumer incentives, steps to follow when making a decision to purchase an it
This product is a quiz over Investing that I use in Personal Finance. This quiz covers various different investment types such as: stocks, bonds, mutual funds, collectibles, annuities, etc. and the basics of investing including: diversification, risk vs. return, rule of 72, simple interest, etc.
FINANCIAL LITERACY - The Money Trail - Part 1 - Bartering, Yesterday and Today - is a unit that presents a historical view of bartering/trading for goods and services in early times. People lived off the land and traded items that they made or grew then traded them for other needed goods or servi
FINANCIAL LITERACY - The Money Trail - Part 11 - Understand Your Paycheck, “My Paycheck Just Can’t Be Right!” - 3rd Edition, 2016, introduces students to the reality that gross pay is not the amount that is reflected in their pay check. They learn that there are mandatory and voluntary deductions f
FINANCIAL LITERACY - The Money Trail - Part 7 - Save & Invest - teaches students the meaning of building wealth by starting with their financial goals and exploring the differences between saving for unexpected expenses vs. establishing a saving and investment plan to save for major things like
FINANCIAL LITERACY - The Money Trail - Part 3 - Understanding Our Money, 3rd Ed - presents the characteristics and symbolism of U.S. Currency. Students learn what happens to damaged or worn out money, the symbolic importance of the items displayed on currency, features and new design of Federal Res
FINANCIAL LITERACY - The Money Trail - Part 2 - The History of Money - presents a historical view from bartering to electronic money. Overseeing the production of U.S. Currency is the responsibility of the Treasury Department. The Secret Service is responsible for the prevention and investigation
FINANCIAL LITERACY The Money Trail Part 20 - Buying a Car Teenager’s Dream Machine -- Students learn that before shopping for a new dream machine or a more practical and serviceable used car, they need to carefully review their budget and cash flow to determine the amount they can afford to spend on
Money, Money, Money, Finance and Banks Word Wall Pennants (Economics and Free Enterprise)
→ ALSO AVAILABLE IN BUNDLES (Economics and Free Enterprise)
-Economics and Free Enterprise Word Wall BUNDLE
-VISIT MY STORE AND FOLLOW TO GET UPDATES WHEN NEW RESOURCES ARE ADDED Included:
→ 47 Money, Finance
FINANCIAL LITERACY - The Money Trail - Part 8 - Invest Wisely in Stocks, Bonds...3rd Ed In this part students learn to carefully consider, study, and evaluate the differences of investing in the stock market, bond market, or mutual funds market. They will learn to: read financial reports/quotes
FINANCIAL LITERACY The Money Trail Part 16 - Loans Galore -- teaches students that banks, credit unions, and mortgage companies lend money for major items like cars, student loans, or homes. Other loans, such as small business loans and loans from the Department of Veterans Affairs (VA), are only av
This is a complete 24 page powerpoint and notes handout for teaching the stock market. It was designed in powerpoint and word and can be modified to your classroom. There are also plenty of pictures and graphs to support the content.
The Following Terms are Covered:
FINANCIAL LITERACY - The Money Trail - Part 9 - Financial Planning Tips for Teens - this part concludes the parts of The Money Trail on saving and investing. Financial Planning, “Tips & Tools for Teens” ties together previous parts learned on checking, saving, investing, spending, and budgetin
FINANCIAL LITERACY - The Money Trail - Part 4 - Evolution of Banking - changing the paradigm presents both old and new banking services and tools. With digital technology, we are moving rapidly toward a cashless society. However, basic check writing tips, maintaining a checkbook register, and rec
FINANCIAL LITERACY - The Money Trail - Part 14 3rd Ed - The Lure of Credit - teaches students about the history of credit, evaluating the uses of credit, how to choose and use credit, the basics of applying for credit, and more. Students learn the importance of building their own good credit histo
Presented at Economics Wisconsin 9th Annual "Get Your Students Pumped Up on Personal Finance and Economics!" at Lambeau Field, Green Bay, WI. 2015, 2012, 2011.
This is my entire unit for teaching about stock markets and investing.
Use any of the lessons, ideas, activities, and other curriculum m
FINANCIAL-LITERACY The Money Trail Part 18 Housing Decisions College & Beyond 3rd Ed -- Students learn that moving out on their own is an important step to take for most young adults. There are many important decisions to make when deciding to rent an apartment or a house. If students plan t
Extending beyond the basics of finance, this unit focuses on the history of money, the stock market, printing money, the money cycle, the checkbook, the credit cards, tracing the Dow, the Federal Reserve System, mutual funds, trading money, bonds and planning for retirement.
Each lesson integrates
FINANCIAL LITERACY - THE MONEY TRAIL - PARTS 1, 2 & 3 ASSESSMENTS & VOCABULARY - is the assessment for Part 1 (Bartering), Part 2 (History of Money), and Part 3 (Understanding Money).
PLEASE IMPLEMENT THIS PRODUCT IN YOUR CLASSROOM BEFORE Y0U RATE THE QUALITY AND JUDGE THE CONTENT. OTHERW
FINANCIAL LITERACY - THE MONEY TRAIL - PARTS 1, 2 & 3 ASSESSMENTS & VOCABULARY - is the assessment for Part 4 (Evolution of Banking), Part 5 (Budget, Manage your Spending), and Part 6 (Spending, Make Wise Decisions).
PLEASE IMPLEMENT THIS PRODUCT IN YOUR CLASSROOM BEFORE Y0U RATE THE QUALI
On to Wall Street! The study of the Stock Market is a multi-faceted, multi-discipline curriculum that promotes understanding of the economy and mathematics. BORING, RIGHT? What’s more engaging for an elementary or middle school classroom of kids than a hands-on, project-based approach, especially w
A 25 question Banking & Investing game. Best used for quiz review, unit introduction, unit summary or enrichment. Banking, checking, savings, investing, stocks, bonds, mutual funds, stock market, budget, finance, business.
- Give students the savings and investing lessons they need to be successful in rest of their lives. Educators of all subject areas should consider purchasing this unit to give students a real-life lesson in personal finance. This unit combines several products offered at a discounted price to give
FINANCIAL-LITERACY The Money Trail Part 17 Your-Credit Rights & Responsibilities -- Students learn about the responsibilities of consumer credit including responsibilities to themselves and to their lenders, and the lender’s responsibilities to their customers. Students will also learn about
FINANCIAL LITERACY The Money Trail Part 19 - Housing Decisions, Your Next Move "First Time Homebuyer" 3rd Ed. -- students study the next phase of their housing decisions journey – homeownership. This part presents the importance of planning their move from apartment living to following their Ameri
FINANCIAL LITERACY - The Money Trail - Part 10 - Your Personal Earning Potential - introduces students to the different ways money is earned through a job or career. In this part, students will learn about the Federal Minimum Wage Law and how it affects their earning potential as a worker in an e